HF Sinclair (DINO) reported $7.25 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 0.6%. EPS of $2.44 for the same period compares to $0.51 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $7.02 billion, representing a surprise of +3.33%. The company delivered an EPS surprise of +25.77%, with the consensus EPS estimate being $1.94.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how HF Sinclair performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- West Region - Average per produced barrel - Adjusted refinery gross margin: $20.38 per barrel versus $18.05 per barrel estimated by four analysts on average.
- Mid-Continent Region - Sales of produced refined products (BPD): 281.04 millions of barrels of oil versus the four-analyst average estimate of 275.08 millions of barrels of oil.
- Mid-Continent Region - Average per produced barrel - Adjusted refinery gross margin: $17.5 per barrel compared to the $14.12 per barrel average estimate based on four analysts.
- Consolidated - Average per produced barrel - Adjusted refinery gross margin: 19.16 $/bbl compared to the 16.42 $/bbl average estimate based on four analysts.
- Consolidated - Sales of produced refined products (BPD): 661.14 millions of barrels of oil versus 667.52 millions of barrels of oil estimated by four analysts on average.
- West Region - Sales of produced refined products (BPD): 380.1 millions of barrels of oil versus the four-analyst average estimate of 392.44 millions of barrels of oil.
- Sales and other revenues- Lubricants & Specialties: $655 million versus the four-analyst average estimate of $704.88 million. The reported number represents a year-over-year change of -4.5%.
- Sales and other revenues- Midstream: $160 million versus $165.38 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.4% change.
- Sales and other revenues- Marketing: $898 million compared to the $893.54 million average estimate based on three analysts. The reported number represents a change of -5.5% year over year.
- Sales and other revenues- Refining: $6.44 billion versus $4.4 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1% change.
- Sales and other revenues- Renewables: $277 million versus $170.97 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.4% change.
- Sales and other revenues- Corporate, Other and Eliminations: $-1.18 billion versus $-1.15 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -4.7% change.
View all Key Company Metrics for HF Sinclair here>>>
Shares of HF Sinclair have returned +3.8% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
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HF Sinclair Corporation (DINO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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